Blog & News

2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform

The anxiously awaited results from the 2020 T3/Inside Information Advisor Software Survey have been published and Shareholders Service Group (SSG) is proud to be the highest-rated custodial platform in the [...]

Altruist acquires award-winning SSG custodial platform to expand services offering

The established RIA services provider is joining forces with the leading modern custodian to accelerate a joint mission to make financial advice better, more affordable, and accessible to everyone. LOS ANGELES [...]

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A decumulation planning software service that provides truly dynamic retirement income planning, tax-smart distributions and an auto-populated, one-page interactive dashboard to track retirement and ongoing distributions. Income Lab's advanced [...]

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